Purchases and Sales Made in Q2 2023 in Healthpeak Properties, Inc. (PEAK)
This table provides information about the institutional ownership of Healthpeak Properties, Inc. (PEAK) during Q2 2023. The information is specifically focused on institutions that hold shares of HEALTHPEAK PROPERTIES, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
360New |
$6.94K - $7.92K
|
360
$6.83K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
355+ 123.26% |
$6.84K - $7.81K
|
643
$12.2K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
354+ 0.55% |
$6.82K - $7.78K
|
64.8K
$1.23M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
328+ 1.07% |
$6.32K - $7.21K
|
31.1K
$590K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
326+ 32.76% |
$6.28K - $7.17K
|
1.32K
$25.1K
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
286+ 0.61% |
$5.51K - $6.29K
|
46.9K
$890K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
244New |
$4.7K - $5.37K
|
244
$4.63K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
229+ 6.16% |
$4.41K - $5.04K
|
3.95K
$74.9K
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
208+ 26.84% |
$4.01K - $4.57K
|
983
$18.6K
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.47% |
$3.85K - $4.4K
|
42.6K
$808K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.13% |
$3.85K - $4.4K
|
150K
$2.85M
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
200+ 1.71% |
$3.85K - $4.4K
|
11.9K
$226K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
190New |
$3.66K - $4.18K
|
190
$3.6K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
183+ 1.5% |
$3.53K - $4.02K
|
12.4K
$235K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
180+ 0.93% |
$3.47K - $3.96K
|
19.6K
$372K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
173+ 1.09% |
$3.33K - $3.8K
|
16K
$304K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
170New |
$3.28K - $3.74K
|
170
$3.22K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
167+ 23.65% |
$3.22K - $3.67K
|
873
$16.6K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
161New |
$3.1K - $3.54K
|
161
$3.05K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
155+ 0.26% |
$2.99K - $3.41K
|
59.8K
$1.14M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
154+ 270.18% |
$2.97K - $3.39K
|
211
$4K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
139+ 1.14% |
$2.68K - $3.06K
|
12.4K
$235K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
117+ 1.12% |
$2.25K - $2.57K
|
10.6K
$201K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
115+ 82.14% |
$2.22K - $2.53K
|
255
$4.84K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
115+ 82.14% |
$2.22K - $2.53K
|
255
$4.84K
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
114+ 1.1% |
$2.2K - $2.51K
|
10.5K
$199K
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
110New |
$2.12K - $2.42K
|
110
$2.09K
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
78New |
$1.5K - $1.72K
|
78
$1.48K
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
74+ 0.04% |
$1.43K - $1.63K
|
176K
$3.33M
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
70+ 0.53% |
$1.35K - $1.54K
|
13.2K
$250K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
67New |
$1.29K - $1.47K
|
67
$1.27K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
65+ 0.38% |
$1.25K - $1.43K
|
17.3K
$327K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57+ 4.98% |
$1.1K - $1.25K
|
1.2K
$22.8K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57+ 4.98% |
$1.1K - $1.25K
|
1.2K
$22.8K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
56+ 8.36% |
$1.08K - $1.23K
|
726
$13.8K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
55+ 10.93% |
$1.06K - $1.21K
|
558
$10.6K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37+ 0.05% |
$713 - $814
|
71.6K
$1.36M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
35+ 15.42% |
$674 - $770
|
262
$4.97K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 23.81% |
$578 - $660
|
156
$2.96K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
30+ 93.75% |
$578 - $660
|
62
$1.18K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 1.47% |
$520 - $594
|
1.86K
$35.3K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27New |
$520 - $594
|
27
$512
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$482 - $550
|
25
$474
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$385 - $440
|
20
$379
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 4.6% |
$366 - $418
|
432
$8.2K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
16+ 133.33% |
$308 - $352
|
28
$531
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 75.0% |
$231 - $264
|
28
$531
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8+ 0.05% |
$154 - $176
|
17.6K
$333K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.42% |
$116 - $132
|
428
$8.12K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5+ 0.08% |
$96.4 - $110
|
6.51K
$124K
|